Let us help you achieve your financial goals

Greg Cadger portrait photo<br />




Greg Cadger is a graduate of CSU Sacramento with concentrations in accounting and finance. He is also a Certified Financial Planner, Investment Advisor, and Enrolled Agent.

During his career, he has worked in both the public and private accounting fields and held the positions of financial consultant, auditor, accounting and finance manager, controller, and director of internal reporting. Mr. Cadger has worked with companies such as General Motors (NUMMI), Franklin Templeton, Smith and Hawkins, United Healthcare, Pac-West Telecomm, and Quokka Sports. In 2008, Mr. Cadger opened a tax practice and later formed a partnering investment advisory business.

As an entrepreneur of 15 years in California and now the Carolinas, Mr. Cadger has assisted numerous clients with investment advice, advisory services, tax mitigation strategies, and financial planning; and is now ready to partner with you on your financial journey.

When Greg is not focusing on financial planning, you can find him enjoying time with his pets, friends, and neighbors. In addition to volunteering with various civic organizations throughout the community, Greg enjoys sports, music, and spending time at the beach.

Wealth Preservation

We focus on client relationships and develop customized, objective solutions to protect and grow our clients’ wealth. In addition, we incorporate tax reduction strategies that further help to focus on bottom-line results. 

Investment Management

We’ll put your money to work in low-cost investment vehicles, balancing your risk tolerance and capacity in a tax-efficient way.

Personal & Financial Planning

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that help manage risk, improve performance, and ensure the growth and longevity of your wealth.

Retirement Planning

Whether you want to retire at 35 or 75, we’ll put you on the right track. Everyone is different. Depending on your goals, your income, and your desired lifestyle, we can help design a retirement plan that fits your need.


Our clients benefit from the expertise and guidance of professionals who specialize in managing wealth.


“Greg Cadger and I were colleagues for 13 years. I know him to be an intelligent, hard-working advisor with impeccable character and valuable insights. He takes fiduciary duty extremely seriously and always has his client’s best interests driving his decisions. Clients are fortunate to be able to work with him.”

Cory Burnell


I have known Greg for many years. He is a personality of trust and honesty. I retired early with Greg’s guidance and knowledge of investing. He is  a professional I would recommend to my friends and family. He takes our relationship to a personal level which is why I trust him with my financial future and well-being.

Mike Bazis

“I am continually impressed by Greg. His knowledge, passion, and commitment to all things investment are second to none. As an Enrolled Agent, he adds a layer of tax competence and the ability to truly analyze the tax impacts of investment options. Beyond his knowledge and ability in the finance arena, he is caring. He relates with his clients and treats them as he would a close friend. His focus on helping others is first and foremost. I know of several situations where Greg has clearly demonstrated he values people over profits. I have known many in the industry who are clearly in it to make as much money for themselves as possible. Greg is a refreshing difference!”

Laura Strombom